Deal Overview

Overview view of the deal

The deal overview offers comprehensive view of a deal's current status — from milestones and tasks to time tracking and team activity.

The deal overview header section provides a quick, at-a-glance summary of a deal's overall progress, timeline, and health metrics. The key highlights include:

• Deal Details - Shows completed stages, current week, and overall progress via a visual bar.

• Time Insights - Indicates start date, due date, days spent and remaining time, if any.

• Deal Health and Finance Details - Summarizes revenue, health score, and deal status.

• Deal Status - Highlights the deal's current phase (e.g., In Progress).

Following the header section is the Deal Summary section, where a small summary of the deal is added along with the contact details of the deal owner. The other sections outline the following:

• Deal Team - Details of the internal and customer team, involved in the deal.

• Task Summary of the internal and customer team.

• The deal's To-Do list for the current week

• Ongoing activities in the deal

• Deal stages summary